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As we are a privately owned independent boutique advisory business, we make use of a lot of external resources. We also do our own internal research, so as to minimise the risk of being commercially influenced by product providers. We have developed systems to minimise risk exposures to investment issuers.

We subscribe to or receive research from a number of sources. Included amongst them are: ABM AMRO, Aon, ASB Securities, Credit Suisse, Farrelly’s, First NZ Capital, Forsyth Barr, Lonsec, Macquarie Securities, Mercers, Morningstar Research, Russell.

We also regularly write newspaper columns. Our newspaper columns are being updated weekly on this site and can be downloaded by RSS Feed.

We have categorised each of our articles to help find relevant articles more quickly. This list is always in the left hand panel and is also summarised below.

If you are looking for a particular term, use the search box at the top of the left hand panel.